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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Carbone is a financial advisor and Managing Partner at Cornerstone Wealth, located in Huntersville, NC. Jeffrey has been in the financial services industry since 1991 and holds both Series 7 and Series 66 licenses. Jeffrey also holds the designation of Certified Financial Planner. Cornerstone Wealth is a registered investment advisor with a strong focus on providing financial planning and portfolio management services for individuals, high-net-worth individuals, and corporations. The firm's mission is to help clients achieve their financial goals through a personalized approach and a commitment to integrity.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Management of variable annuity sub-accounts, credit and cash management solutions and insurance solutions
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Revenue sharing on eligible credit and cash management solutions
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2
NC
01/03/2018 - Present
Cornerstone Wealth (Huntersville NC)
NC
07/20/2011 - 11/08/2017
LPL FINANCIAL LLC (HUNTERSVILLE NC)
NC
11/17/2003 - 07/20/2011
SECURITIES AMERICA, INC. (CORNELIUS NC)
FL
07/27/2001 - 11/19/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
01/12/2001 - 07/05/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
01/06/2000 - 02/07/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MN
07/29/1991 - 12/13/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/29/1991 - 12/13/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 06/16/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/04/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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